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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,831 | $167,533-42.8% | $151,645-36.8% | $134,545-28.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.65% | 7.81%-22.5pp | 3.34%-18.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,359 | $6,828-80.1% | $6,165-78.0% | $4,742-71.3% |
| Participant deferral / active EE | $8,029 | $8,985-10.6% | $8,363-4.0% | $6,401+25.4% |
| Admin fee / account holder | $6,617 | $13,781-52.0% | $11,614-43.0% | $11,431-42.1% |